All articles
101 articles across 12 sections.
Getting started
Orders
- Accept an order from a partner
- Create a new webform
- Create an order for a partner
- Customize and save table views
- Customize your order page layout
- Decline an order from a partner
- Edit order address and contact details
- Filter and search orders
- Find completed and cancelled orders
- Following an order
- Forward an order
- Generate a QR code for a webform
- How an order moves through the platform
- Manage chats from the order list
- Manage notes on orders
- Order statuses
- Reassign an order
- Resend client invitations in bulk
- Set up order rating requests
- Share an order creation link
- Update multiple orders with bulk actions
- Use AI to parse order details
- Use quick actions in the order list
- View an order's activity log
- View an order's workflow
Workflows
- Add dispatch steps to a workflow
- Add steps to a workflow
- Assign a workflow step to the Operator
- Complete workflow steps automatically
- Configure booking workflow steps
- Configure Choice workflow steps
- Configure workflow step settings
- Create and publish a workflow
- Manage workflow settings
- Set a deadline on a workflow step
- Set up a workflow
Bookings
Chats
Partnerships
Payments
- Getting paid as an installer
- Payments end to end
- How Installer.com payments work
- Set up payouts
- Onboarding and verification statuses (KYC)
- Add or change your bank account
- Payout settings
- Who can see and act on payments
- Product prices and shares
- Add more offer lines
- Credit offer lines
- Exclude a line from the payment step
- How the customer pays
- Approve a payout
- Read the payout overview
- Correct an installer payout
- Payouts across partners
- Refunds and chargebacks
- Understand your payout statement
- Download invoices and credit notes
- Export payment data to a spreadsheet
- How to book your payouts
- Transaction fees
- Grant filings
Accounting systems
Products
Integrations
Your Organization
- Access your analytics in Insights
- Change team member roles
- Configure installation types
- Configure scheduling settings
- Configure service areas and professions
- Create a new organization
- Edit your company profile and logo
- Manage feedback
- Manage tags
- Manage team members
- Manage your installers
- Manage your organization profile
- Turn AI on and set a spend limit